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Nome Posição Valor negociado Ações
Variação 		Variação na
participação
AFG Fiduciary Services
5651
AFG Fiduciary Services
Massachusetts
US$ 827 mil -US$ 5,83 mi -20.395 -88%
Corepath Wealth Partners
5652
Corepath Wealth Partners
Arizona
US$ 826 mil +US$ 53,8 mil +188 +8%
Martin Capital Partners
5653
Martin Capital Partners
Oregon
US$ 826 mil -US$ 97,8 mil -342 -11%
FSA
5654
Financial Services Advisory
Maryland
US$ 825 mil +US$ 116 mil +405 +17%
KWM
5655
KRM Wealth Management
Nevada
US$ 824 mil -US$ 13,4 mil -47 -2%
Magnolia Wealth Management
5656
Magnolia Wealth Management
Alabama
US$ 824 mil – – –
Summit Financial Consulting
5657
Summit Financial Consulting
Michigan
US$ 823 mil -US$ 103 mil -360 -11%
Boyer Financial Services
5658
Boyer Financial Services
California
US$ 820 mil +US$ 251 mil +878 +49%
Townsend Financial Planning
5659
Townsend Financial Planning
Kentucky
US$ 820 mil +US$ 286 +1 +0%
Cinctive Capital Management
5660
Cinctive Capital Management
New York
US$ 819 mil +US$ 810 mil +2.832 Nova
Three Cord True Wealth Management
5661
Three Cord True Wealth Management
Pennsylvania
US$ 817 mil +US$ 11,4 mil +40 +1%
Rolek Wealth Management
5662
Rolek Wealth Management
Pennsylvania
US$ 812 mil +US$ 286 +1 +0%
Cornerstone Financial Group
5663
Cornerstone Financial Group
Nebraska
US$ 810 mil +US$ 572 +2 +0,1%
American Capital Management
5664
American Capital Management
New York
US$ 810 mil – – –
Hamilton Capital Partners
5665
Hamilton Capital Partners
Georgia
US$ 808 mil -US$ 546 mil -1.909 -41%
Sarver Vrooman Wealth Advisors
5666
Sarver Vrooman Wealth Advisors
Missouri
US$ 807 mil – – –
Mallini Complete Financial Planning
5667
Mallini Complete Financial Planning
Florida
US$ 806 mil – – –
Fee-Only Financial Planning
5668
Fee-Only Financial Planning
South Carolina
US$ 804 mil -US$ 37,2 mil -130 -4%
N10 Wealth
5669
N10 Wealth
Connecticut
US$ 803 mil +US$ 793 mil +2.774 Nova
Bridgelight Financial Advisors
5670
Bridgelight Financial Advisors
Connecticut
US$ 797 mil -US$ 32,6 mil -114 -4%
Key Capital Management
5671
Key Capital Management
Tennessee
US$ 795 mil -US$ 1,52 mi -5.327 -66%
Bluestem Financial Advisors
5672
Bluestem Financial Advisors
Illinois
US$ 794 mil -US$ 5,44 mil -19 -0,7%
Peloton Wealth Strategists
5673
Peloton Wealth Strategists
Indiana
US$ 792 mil – – –
TFG
5674
Team Financial Group
California
US$ 788 mil +US$ 572 +2 +0,1%
StoneCrest Wealth Management
5675
StoneCrest Wealth Management
Arizona
US$ 788 mil -US$ 10,3 mil -36 -1%
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